Required skills and experience:

1. Bachelor’s Degree in Business, Finance, Accounting or Economics.

2. 1-2 years of professional deal execution experience within a private equity, investment banking, transaction advisory or another financial institution.

3. Desire to learn and execute on the business development and deal process from deal sourcing to initial screening to close of a transaction.

4. Ability to work in an autonomous, fast moving environment.

5. Ability to travel as needed.

6. Direct experience with merger and acquisitions managing datasites, understanding acquisition deal processes, creating financial models, and/or grasping basic valuation principals.

7. Experience managing data sites or diligence processes.

What you need to know:

1. Remote opportunity, however expectation to head back into an office setting once restrictions lift.

2. Full-time position with competitive benefits. Monday - Friday, 8a-5p schedule.

3. This is a new position brought on due to growth.

4. Seeking someone with strong organizational skills; must be able to manage and prioritize multiple business objectives and projects with the proper sense of urgency.

5. Would like to have advanced Microsoft Excel, PowerPoint and Word skills.

Interview process:

1. Microsoft Teams video interview

2. Video interview with the Director, maybe a few more members of leadership

3. Possible follow up video with more team members

Job selling points:

1. Exciting opportunity to join a team looking to expand in more states in the near future!

2. This is a highly acquisitive platform – our primary growth engine is successfully acquiring and integrating add-on practices.

3. This is an excellent position for an individual that has 1-2 years of deal execution experience within a private equity, investment banking, transaction advisory or another financial institution, is eager to gain quality deal reps to develop their M&A skill set and has broader business development and management aspirations.

Additional job details:

1. Support the execution of WHG’s add-on affiliation transactions.

2. Lead and perform deal-related analysis, including financial modeling and due diligence review.

3. Generate scorecards evaluating add-on opportunities and summarize the information to the executive team.

4. Support the executive team during deal structuring/negotiations, work with third-party diligence vendors, including accounting and legal counsel and interact with lenders as required.

5. Develop in-depth investment memorandums and present to senior management regarding rationale of affiliation investments.

6. Assist in the tracking of a robust pipeline of affiliation targets developed by the Vice President of M&A and Business Development through personal networking and leveraging the relationships of the executive team, Board of Directors and SCP.